+9,193.5%
KLAC vs ACWI
+356.8%
+8,836.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.4% | +7.4% |
| 7D | +5.7% | +0.5% | +5.2% | +5.1% |
| 30D | -3.6% | +0.9% | -4.5% | -4.6% |
| 3M | -12.8% | +2.4% | -15.2% | -14.0% |
| 6M | +26.1% | +12.4% | +13.7% | +11.3% |
| YTD | +53.3% | +15.2% | +38.2% | +32.2% |
| 1Y | +113.7% | +22.7% | +91.0% | +71.4% |
| 3Y | +274.9% | +75.8% | +199.1% | +101.8% |
| 5Y | +470.1% | +67.7% | +402.4% | +240.3% |
| 10Y | +2,997.0% | +229.0% | +2,768.0% | +872.1% |
| All | +9,193.5% | +356.8% | +8,836.7% | +2,000.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ACWI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling